Position in HRB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$245,006
+$43,426 QoQ
Shares Held
6,434
+1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#349
of 536 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026MOKAN Wealth Management Inc. holds $245,006 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
6,434 | $245,006 |
All Filings in HRB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,006 | 6,434 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $201,580 | 6,351 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $274,161 | 6,291 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $315,556 | 6,240 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $340,263 | 6,199 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $338,135 | 6,158 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $370,302 | 7,008 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||